Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-02-24 |
| PA | RA | APPROVED | 2015-02-19 |
| OH | RA | APPROVED | 2015-02-12 |
Branch Locations
30195 Chagrin Blvd, Pepper Pike, OH 44124 • United States
100 Campus Dr Division - Mid Atlantic, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland | OH | 02/2015 | Present |
I*423855 For profit or not for profit: Entity For Profit Name of outside business organization: KJSJ Properties LLC Investment related: N Address of business: Streetsboro, OH 44241 Position, title, association: Other, Start date of relationship: 3/29/2021 Number of hours devoted: 2 hrs Mthly Number of hours devoted during trading hours: 0 Duties: Family Held, My husband and I are buying real estate for rental property purposes I*3781281, Entity Type: Not for profit, Name of OBA: Streetsboro Levy Committee Address: Streetsboro Ohio 44241 Investment Related: No Position, Title, Association: committee member Employee Start Date: 03/01/2026 No Hours: 2 monthly No Hours during trading: 0 Duties: communication, education and fundraising (with no direct access to funds, create awareness and education on upcoming school levies I*4478271 Entity Type: Fiduciary role Name of OBA: K. J. Address: Streetsboro, Ohio, 44241 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/09/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-15 |
Reach out to this advisor